TransferDesk · for licensed insurance agents
An automated assistant answers instantly on a recorded line, captures the basics, and connects the caller to a licensed agent in their state. Every call is graded afterward against a bar published in writing — you only pay for the ones that meet it. The assistant never sells, quotes, or closes. We're signing founding agents now; we don't carry live call volume yet.
A final expense line answered instantly on a recorded line by an automated assistant that captures the caller's state, age, existing coverage, and intent, then connects them to a licensed agent in their state. Every call is graded afterward against a bar published in writing. If no agent accepts, the caller is offered a callback from a licensed agent.
Learn more →A line for Medicare Advantage inquiries, answered instantly on a recorded line by an automated assistant that captures the basics and connects the caller to a licensed agent in their state. Every call is graded afterward against a bar published in writing. If no agent accepts, the caller is offered a callback.
Learn more →A line for Medicare Supplement (Medigap) inquiries, answered instantly on a recorded line by an automated assistant that captures the basics and connects the caller to a licensed agent in their state. Every call is graded afterward against a bar published in writing. If no agent accepts, the caller is offered a callback.
Learn more →A line for ACA / individual health inquiries, answered instantly on a recorded line by an automated assistant that captures the basics and connects the caller to a licensed agent in their state. Every call is graded afterward against a bar published in writing. If no agent accepts, the caller is offered a callback.
Learn more →A buffer is the number of seconds a pay-per-call transfer must last before it becomes billable. It is the single setting that decides how much junk you pay for. Here's how it works.
Sticker prices for final expense live transfers vary widely, but the number that matters is cost per qualified conversation. Here's how to read the price and avoid paying for junk.
Live transfers, aged leads, and inbound calls fail in different ways. Here's the honest trade-off on cost, timing, and how much of your day each one wastes.
Seven questions that separate a straight lead vendor from one that will bury junk in a short buffer. Ask them in writing before you send a dollar.
An automated assistant answers the call, captures state, age, coverage, and intent, and hands off to a licensed agent. Every call is graded afterward against a written bar — in code, not by the model. Here's exactly how.
A plain-English overview of call-recording consent and insurance advertising disclosures for phone-based agents. General information, not legal advice.